|
1
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$16.3M
|
+$5.94M
|
+535,877
|
+58%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$1.38M
|
+124,377
|
+51%
|
|
|
3
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$3.29M
|
+$3.26M
|
+294,245
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$670K
|
+60,452
|
+31%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$2.21M
|
+$2.22M
|
+200,000
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$2.15M
|
+$874K
|
+78,829
|
+70%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2M
|
-$148K
|
-13,361
|
-7%
|
|
|
8
|
Flow Traders U.S.
New York
|
$604K
|
+$480K
|
+43,297
|
+401%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$592K
|
+$88.4K
|
+7,976
|
+18%
|
|
|
10
|
|
$399K
|
-$184K
|
-16,584
|
-32%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$362K
|
+$359K
|
+32,402
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$349K
|
-$264K
|
-23,839
|
-43%
|
|
|
13
|
Flagstar Advisors
New York
|
$268K
|
+$70.5K
|
+6,365
|
+36%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$187K
|
–
|
–
|
–
|
|
|
15
|
TCFG Wealth Management
Laguna Niguel,
California
|
$115K
|
+$114K
|
+10,315
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.9K
|
-$8K
|
-722
|
-16%
|
|
|
17
|
Davis Capital Management
Jacksonville,
Florida
|
$12.1K
|
–
|
–
|
–
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
–
|
-$400K
|
-36,777
|
Closed
|
|
